LSVQX Mutual Fund

LSVQX Mutual Fund (LSV Small Cap Value Fund) is managed by LSV Asset Management with $664.4M in net assets. LSVQX expense ratio is 0.83%, holding 232 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2013-02-28.

LSVQX performance shows a YTD return of 22.01%. The 1-year return is 28.60% and the 5-year return is 10.46%. LSVQX dividend yield stands at 1.61%, paid annually.

LSVQX top holdings include Exelixis Inc (1.4%), Hollyfrontier (1.3%), Cno Financial Group Inc (1.2%), Jazz Pharmaceuticals Plc. (1.2%), Halozyme Therapeutics Inc (1.1%). Go to all LSVQX holdings, LSVQX sectors, or LSVQX dividends.

LSVQX can be compared against other funds. Use LSVQX overlap to find shared positions, or LSVQX vs another fund for a side-by-side view. LSVQX alternatives are available via the screener, along with tax-loss harvesting opportunities.